OUR WEALTH MANAGEMENT TEAM

It's your money, your wealth, your future. So shouldn't you choose a financial advisor who always puts your interests first?

 

We've assembled a team of highly qualified professionals who practice this "you first" philosophy every day. Learn more about our team below. 

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MICHAEL SCHREIBER

President & Chief 

Investment Officer

Michael Schreiber has been in the financial planning and investment advisory business in Wellesley for over 35 years.

 

Michael is the Principal and Chief Investment Officer of Aevitas and is proud of his long-term client relationships and reputation in the industry and community. As a fiduciary and fee-only financial advisor, Michael has always believed that the key to successful relationships is listening and designing customized plans for each individual and family. One of the benefits of working with Mike is his patience and ability to provide clear and easy to understand explanations of complicated financial topics. He has been recognized in the industry and named one of Boston's FIVE STAR Wealth Managers for the last ten years.

 

Michael earned a Bachelor of Science in communications from Boston University. He continues to build on his knowledge base by regularly taking courses in financial planning, investments, asset allocation, and planning for people in transition.

To better serve our clients, he has taught many courses and led seminars on investment and financial planning disciplines to many professionals with whom we work closely, including CPAs, attorneys, and insurance agents. He has also appeared on local television and has been a published author in various newspapers and industry journals.

 

Michael is passionate about helping others, which extends beyond our clients to numerous philanthropic endeavors to help those in need, especially children.

Outside work, Michael enjoys spending time with his children and watching them compete on the ball field and perform on stage. In addition to relaxing with his family, Michael loves entertaining and pursuing his passion for food and cooking.

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AMY RESNIC

Chief Compliance Officer & Financial Advisor

Amy Resnic joined Aevitas Wealth Management, Inc. in 2012 and is the Chief Compliance Officer and Operations Manager. She oversees the firm’s compliance policies, procedures, and day-to-day operations. Amy also serves as a Financial Advisor and enjoys working with our clients to help them achieve their financial goals. Amy believes that all clients should be treated as members of our family, with the highest level of care and guidance.

 

Amy brings to Aevitas over twenty years of financial services experience working with high-net-worth clients and handling the administration, investments, tax, and financial planning aspects of their accounts. She has been recognized in the industry and named one of Boston's FIVE STAR Wealth Managers. Before joining Aevitas, Amy worked at Fidelity Investments as a Senior Trust Officer, handling and daily account administration of trust and investment advisory accounts. Amy earned a Bachelor of Arts in economics and geography from Clark University. In addition, she is a graduate of the American Bankers Association National Trust School at Northwestern University and the New England School of Banking Trust Program at Williams College. 

Amy lives in Sudbury, and in her free time, Amy can be found enjoying the outdoors and staying active with her husband, their two children, and Labrador retriever. 

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COREY STEIN

Financial Advisor

Corey Stein joined Aevitas Wealth Management, Inc. in 2016, bringing many years of experience in the financial services industry. At Aevitas, Corey works on portfolio modeling and review, reporting analyses, securities due diligence and trading, and ongoing mutual fund monitoring and review. Always striving to better his investment knowledge, Corey is currently a candidate for the Chartered Financial Analyst designation. The CFA designation is globally recognized throughout the investment industry as the gold standard and attests to a demanding and comprehensive study in investment management.

 

He has been recognized in the industry and named one of Boston's FIVE STAR Wealth Managers. Corey earned a Bachelor of Arts in marketing and computer information systems from Roger Williams University. Before joining Aevitas, Corey spent five years at Baystate Financial Services, where he helped manage operations, servicing, and financial planning. One of his many responsibilities included managing the eMoney software.

 

Corey lives in Hopkinton with his wife, son, daughter, and dog. He is an avid New England Patriots and Manchester United fan. In his free time, Core enjoys playing soccer, kayaking, and riding his Peloton.

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ANDREW CAYER, CFP®

Financial Advisor

Andrew Cayer joined Aevitas Wealth Management, Inc. in 2018 and is the director of our financial planning services. As a CERTIFIED FINANCIAL PLANNER™, his goal is to partner with and act in clients’ best interests by creating and implementing personalized plans that offer clients the best chance of achieving their goals. Every situation is unique, and it is important to him that each client clearly understands and can visualize the different paths that lead to financial independence. Andrew appreciates that financial planning continually challenges him to learn and provides an excellent opportunity to have deep, meaningful relationships with clients. 

 

He has been recognized in the industry and named one of Boston's FIVE STAR Wealth Managers. Andrew earned a Bachelor of Science in finance and a minor in entrepreneurial studies from Bentley University. Before joining Aevitas, Andrew worked at Artemis Financial Advisors, a boutique fee-only RIA, where he assisted with many client service activities and played an instrumental role in the firm’s financial planning service. Andrew is a National Association of Personal Financial Advisors (NAPFA) member.

 

Andrew lives in Beacon Hill with his wife and, in his free time, enjoys running, traveling, and following Boston sports. 

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MARISA MULDOWNEY

Financial Advisor

Marisa Muldowney joined Aevitas Wealth Management, Inc. in 2019 and brought over ten years of financial services experience to the firm. She enjoys working with clients to achieve their purpose and vision for wealth. Marisa is passionate about helping grow and preserve assets to reach clients’ personal, business, and charitable goals. Marisa also oversees client communications at Aevitas; she is responsible for implementing the firm’s marketing and strategic growth initiatives.

Before joining Aevitas, Marisa worked at Brookline Bank, where she managed the sales and operations of a loan portfolio. Marisa has been recognized in the industry and named one of Boston's FIVE STAR Wealth Managers. She earned a Master of Business Administration from Northeastern University with concentrations in investments and marketing and a Bachelor of Arts in political science from the University of Vermont. ​At her core, Marisa believes in the importance of always putting clients’ interests first in order to help achieve their financial goals. Marisa is a great communicator, an intent listener, and is always eager to assist our clients.

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Marisa lives in Norfolk with her three daughters and husband. She enjoys reading, cooking, live music, traveling, and is an avid equestrian.